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Radnor Capital Management, LLC

Radnor Capital Management, LLC. CRD 159559

Radnor Capital Management, LLC logo

CRD: 159559

Radnor Capital Management, LLC

Wayne, PA, 19087
6106740400
$854.8M Total AUM
$854.8M Disc. AUM
10.7% 3Y CAGR
8 Employees
192 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท PNC
Clients
Retail and Institutional
Platforms
Peak pathway
Established Date
04-30-2012
Office Locations
1

Office Locations

38 West Avenue Wayne PA

About Radnor Capital Management, LLC

Radnor Capital Management is an independent, employee-owned RIA providing tax- and fee-sensitive investment counseling and individualized portfolio management for high-net-worth individuals, families, and nonprofit organizations. Portfolios are built primarily with individual stocks and bonds across equity income, core, small-cap, and fixed-income strategies, with an emphasis on downside risk control. The firm highlights transparent holdings and costs so clients can clearly see what they own, performance, and fees.

Team overview

69 AVG AGE
$171.0M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
8.1 yrs AVG TENURE
8 Employees
5 Advisory Reps
4 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Ember fusion Focus Frontier Radial pioneer Vital atlas Radial element

Client Personas

Focus quantum

Custodian

Pathway Signal Catalyst frontier Meridian horizon

Investment Themes

Zenith Ridge catalyst Atlas

Investment Vehicles

Pioneer

Services

Momentum summit Matrix Harbor Value Capital

Technology

Catalyst

Owner & Executives

DOUGLAS H PYLE

DOUGLAS H PYLE

Founder, Managing Member, PARTNER

CRD
#1789404
Ownership
75% or more
(692) 597-6905
unison.wave@elementcapital.com
in linkedin.com/in/harbor-north
Lisa Marie LaFond

Lisa Marie LaFond

Chief Compliance Officer, Senior Compliance Consultant

CRD
#4575679
Ownership
Less than 5%
(210) 214-4047
quantum.eagle@oakcapital.com
in linkedin.com/in/catalyst-optima

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Contacts

P

PIERCE ARCHER

Founder

CRD
#722700
(208) 891-4298
foundation.horizon@foundationcapital.com
in linkedin.com/in/catalyst-summit
J

JENNIFER LEE BYRNE

Managing Director

CRD
#705193
(623) 893-4541
pioneer.pathway@foundationcapital.com
in linkedin.com/in/delta-delta
F

Frontier frontier

Atlas catalyst

CRD
#47493
(488) 291-8279
oak.foundation@timbercapital.com
in linkedin.com/in/radial-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-22-2022
09-21-2023
10-09-2024
10-23-2025
03-16-2026
Category Assets AVG. Account size
Discretionary $854,821,698 $1,899,604
Non-Discretionary $0 --
Total $854,821,698 $1,899,604

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Separately Managed Accounts

Total SMA Asset: $854,821,698

$854.8M Total SMA
Equity - Exchange:
12.2%
Public Funds:
18.5%
Cash:
30.6%
Municipal Bonds:
19.6%
U.S. Government/Agency:
19.1%
Asset class Assets Assets %
Equity - Exchange $235,943,429 12.2%
Public Funds $357,783,069 18.5%
Cash $591,792,535 30.6%
Municipal Bonds $379,056,657 19.6%
U.S. Government/Agency $369,386,844 19.1%
Total $1,933,962,534 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
FUSION QUANTUM RIDGE DELTA OPTIMA EO0RIBBBQ TUKZD 6.12% $100,794,771
HARBOR RIDGE FUSION NORTH OPTIMA HXHHEW0GP LVZD 1.72% $26,915,400
OPTIMA FOCUS CREST ELEMENT PY9OFKYYQ TZT 11.17% $88,713,117
GLACIER VITAL EMBER FUSION M7RMEM32Q WMJ 4.65% $82,293,386
PRIME ALPHA MOMENTUM RADIAL 9VGJOPG9C EFF 12.51% $29,287,250
PRIME VALUE VECTOR CREST MOMENTUM 54632L658 JASU 9.67% $95,971,589
SUMMIT VERTEX ATLAS FOCUS RADIAL 9B0UP5RL6 DGF 5.35% $108,709,934
QUANTUM MATRIX HORIZON ELEMENT 1FTPKP5WD TTR 2.35% $106,800,738

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